NetExchange Investor allows registered investment advisors to provide their clients with real-time access to a wide range of critical business information on their investment portfolios, as well as global financial market activity.
NetExchange Investor, which replaces Pershing’s PortfolioPoint platform, will offer features such as seamless access to account information, including current and archived trade confirmations, periodic account statements and yearly tax statements, and access to BillSuite, a bill payment and presentment service.
Consolidated snapshots of account activity, positions and balances, including anticipated dividend payments and income distributions, and the ability to view related accounts will also be provided.
